US11544798B1 - Interactive animated user interface of a step-wise visual path of circles across a line for invoice management - Google Patents

Interactive animated user interface of a step-wise visual path of circles across a line for invoice management Download PDF

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US11544798B1
US11544798B1 US17/459,108 US202117459108A US11544798B1 US 11544798 B1 US11544798 B1 US 11544798B1 US 202117459108 A US202117459108 A US 202117459108A US 11544798 B1 US11544798 B1 US 11544798B1
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quadrant
line
invoice
symbol
uploaded
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Michael MARCINELLI
Alisha Edwards
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Bottomline Technologies Inc
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Bottomline Technologies Inc
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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12—Accounting
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/26—Visual data mining; Browsing structured data
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/04—Billing or invoicing

Definitions

  • the non-transitory machine-readable media, methods, and apparatuses described herein generally relate to visual techniques for tracking documents through an animated graphical user interface on a display screen.
  • the documents could be books in a library.
  • the books are returned to the library, they are scanned into the software, then the book needs to be looked up to see if it belongs in this library, or if it needs to be forwarded.
  • the software can find the book in the system, not that it is returned, and forward the book.
  • the book needs to be referred to a human operator to resolve an error in the check-in. There is no easy way for the head librarian to monitor the progress of a check-in process. There is a need to better visualize the progress of the book check-in.
  • auditors are hired to review every legal bill sent to an insurance company, a payment processing software, or other entity to assure that the billing adheres to contractual billing guidelines.
  • This task of reviewing bills and invoices requires trained auditors, often lawyers themselves, to perform the tedious task of reading each line of each legal bill for compliance.
  • the reviewers vary in their interpretation due to the personalities of each auditor.
  • the labor costs of reviewing legal bills are high. For a supervisor, there is no current way to visualize the progress of the set of bills as they progress through the system.
  • the current state of the art does not allow for a step-wise visualization method for document tracking using machine learning.
  • the present inventions address these issues.
  • a non-transitory machine-readable media programmed to display the status of documents is described herein.
  • the non-transitory machine-readable media may be programmed to store a new invoice in a list in a database, count the number of new invoices in the list in the database, and display the number of new invoices that are not yet uploaded into an accounts payable package in a first quadrant of a line in one or more windows.
  • the first quadrant may include is a new symbol on the line for each invoice that is not uploaded.
  • the non-transitory machine-readable media may process the invoice from the database in the accounts payable package on a computer with a display screen that contains the one or more windows, count the number of uploaded invoices needing further analysis in the database, and display the number of uploaded invoices that the accounts payable package cannot process without the further analysis in a second quadrant of the line in the one or more windows.
  • the second quadrant may include an issue symbol on the line for each uploaded invoice with issues.
  • the non-transitory machine-readable media may count the number of uploaded invoices that do not need the further analysis in the database and display the number of uploaded invoices that do not need the further analysis in a third quadrant of the line in the one or more windows.
  • the third quadrant may include a ready-to-submit symbol on the line for each uploaded invoice that is ready to submit.
  • the non-transitory machine-readable media may count the number of invoices submitted electronically to a payment processing software in the database and display the number of invoices submitted electronically to the payment processing software in a fourth quadrant of the line in the one or more windows.
  • the fourth quadrant may include a submitted symbol on the line for each submitted invoice.
  • the non-transitory machine-readable media may display symbols that are a circle, triangle, or square and may be identical in shape to other symbols on the line.
  • the issue symbol may be red or orange.
  • a computer-implemented method for visualizing invoice management through an animated graphical user interface from one or more processing units is described herein.
  • the computer-implemented method may comprise of storing an invoice in a database, counting the number of new invoices in the database, and displaying the number of new invoices that are not yet uploaded into an accounts payable package in a first quadrant of a line in one or more windows.
  • the first quadrant may include a new symbol on the line for each invoice that is not uploaded.
  • the computer-implemented method may comprise of processing the invoice from the database in the accounts payable package on a computer with a display screen that contains the one or more windows, counting the number of uploaded invoices needing further analysis in the database, and displaying the number of uploaded invoices that the accounts payable package cannot process without the further analysis in a second quadrant of the line in the one or more windows.
  • the second quadrant may include an issue symbol on the line for each uploaded invoice with issues.
  • the computer-implemented method may comprise of counting the number of uploaded invoices that do not need the further analysis in the database and displaying the number of uploaded invoices that do not need the further analysis in a third quadrant of the line in the one or more windows.
  • the third quadrant may include a ready-to-submit symbol on the line for each uploaded invoice that is ready to submit.
  • the computer-implemented method may comprise of counting the number of invoices submitted electronically to a payment processing software in the database and displaying the number of invoices submitted electronically to the payment processing software in a fourth quadrant of the line in the one or more windows.
  • the fourth quadrant may include a submitted symbol on the line for each submitted invoice.
  • the computer-implemented method may comprise of determining that an uploaded invoice cannot be submitted without the further analysis and moving the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in a red color.
  • the computer-implemented method may comprise of determining that an uploaded invoice cannot be submitted without the further analysis and moving the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in an orange color.
  • the computer-implemented method may comprise of uploading the invoice into the accounts payable package, determining that the invoice can be submitted electronically to the payment processing software without the further analysis, and moving the new symbol on the line that runs through the first quadrant into the third quadrant as the ready-to-submit symbol.
  • the computer-implemented method may comprise of submitting the invoice electronically to the payment processing software and moving the ready-to-submit symbol on the line that runs through the third quadrant into the fourth quadrant as the submitted symbol.
  • the apparatus may comprise of a display screen, a computer electrically connected to the display screen, and an interactive animated user interface on the display screen.
  • the interactive animated user interface may operate on the computer and display a step-wise visual path of symbols across a line.
  • the display of the step-wise visual path of the symbols may include one or more new symbols on the line that runs through a first quadrant for each invoice that is not uploaded.
  • the display of the step-wise visual path of the symbols may include one or more issue symbols on the line that runs through a second quadrant for each uploaded invoice with issues.
  • the display of the step-wise visual path of the symbols may include one or more ready-to-submit symbols on the line that runs through a third quadrant for each uploaded invoice that is ready to submit.
  • the display of the step-wise visual path of the symbols may include one or more submitted symbols on the line that runs through a fourth quadrant for each submitted invoice.
  • the apparatus may comprise of an interactive animated user interface that determines if an uploaded invoice cannot be submitted without further analysis and that moves the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in a red color.
  • the apparatus may comprise of an interactive animated user interface that determines if an uploaded invoice can be submitted without further analysis and that moves the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in an orange color.
  • the apparatus may comprise of an interactive animated user interface that uploads the invoice into an accounts payable package, determines that the invoice can be submitted electronically to a payment processing software without further analysis, and moves the new symbol on the line that runs through the first quadrant into the third quadrant as the ready-to-submit symbol.
  • the apparatus may comprise of an interactive animated user interface that submits the invoice electronically to the payment processing software and moves the ready-to-submit symbol on the line that runs through the third quadrant into the fourth quadrant as the submitted symbol.
  • FIG. 1 is an electrical architecture of one embodiment.
  • FIG. 2 is a first screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
  • FIG. 3 is a second screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
  • FIG. 4 is a third screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
  • FIG. 5 is a fourth screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
  • FIG. 6 is a fifth screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
  • FIG. 7 is a sixth screen shot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
  • FIG. 8 is flow chart of the step-wise visual path.
  • each element with a reference number is similar to other elements with the same reference number independent of any letter designation following the reference number.
  • a reference number with a specific letter designation following the reference number refers to the specific element with the number and letter designation and a reference number without a specific letter designation refers to all elements with the same reference number independent of any letter designation following the reference number in the drawings.
  • FIG. 1 shows one such embodiment.
  • the user views the user interface described here on a personal computing device such as a personal computer, laptop, tablet, smartphone, monitor, or similar device 101 .
  • the personal computing device 101 communicates through a network 102 such as the Internet, a local area network, wireless network, or perhaps through a direct interface to the server 103 and is displayed on a screen 105 .
  • the server 103 is a high-performance, multi-core computing device with significant storage facilities 104 to store the invoices, bills, and customer data. Since this document data is dynamic and continuously updated through the present inventions, this data must be kept online and accessible so that it can be updated.
  • the server 103 is a high-performance computing machine electrically connected to the network 102 and the storage facilities 104 .
  • the documents may be stored in a database on the storage facilities.
  • the software in this package could be running on the server 103 with the user interface operating on the device 101 , perhaps through a web browser.
  • the software includes web server code to send the display information to the web browser.
  • the device 101 could run the package or the interface running on the server 103 on the display screen 105 .
  • FIG. 2 shows an interactive animated user interface of a step-wise visual path on a portion of a display screen.
  • the step-wise visual path can include a line 202 drawn on the screen.
  • the line orientation 202 can be horizontal, vertical, or diagonal.
  • the line pattern 202 can be solid, dotted, dashed, or implied.
  • the line 202 can be straight, zig-zagged, or curved.
  • the line color 202 can be black, red, green, or any other color.
  • the line could be divided into another number of sections without deviating from the present invention.
  • the line may be divided into quadrants 203 a - d .
  • the first quadrant 203 a may include a representation of the number of new invoices that are not yet uploaded.
  • the second quadrant 203 b may include a representation of the number of uploaded invoices that may not be able to process without human intervention.
  • the third quadrant 203 c may include a representation of the number of uploaded invoices that have been automatically processed by the software and are ready to submit electronically.
  • the fourth quadrant 203 d may include a representation of the number of invoices submitted electronically.
  • the invoice may be electronically submitted to a payment processing software or an insurance carrier client. This invoice may be submitted by a law firm.
  • Each quadrant may include symbols 201 a - i to represent the status of each invoice.
  • the shape of the symbol 201 a - i may be a circle, square, triangle, or any other symbol or shape.
  • the line pattern on the symbol 201 a - i can be solid, dotted, dashed, or implied.
  • the symbol 201 a - i can be hollow, shaded, or textured.
  • the position of the symbol 201 a - i may be on, above, or below the line.
  • the color of the symbol 201 a - i may be green, red, orange, yellow, black, or blue.
  • the symbols may be on multiple lines, for instance, if the line in a quadrant is filled, the symbols could continue on a second line.
  • the symbols could be limited to a set number, perhaps to those who fit on the line.
  • a second symbol could be used for a group of symbols, perhaps a large symbol to represent ten invoices.
  • a number could be placed on the line to represent a group of invoices.
  • the symbols 201 a and 201 b may each represent a new invoice that was not yet uploaded.
  • the invoice could be uploaded into an accounts payable package, a legal review package, or an accounts receivable package.
  • the symbols 201 c and 201 d may each represent an uploaded invoice that may not be able to process without human intervention.
  • the symbols 201 e , 201 f , and 201 g may each represent an uploaded invoice that is ready to submit electronically.
  • the symbols 201 h and 201 i may each represent an invoice that was submitted electronically.
  • FIG. 3 shows the animation of symbol 201 b from the first quadrant in FIG. 2 to the second quadrant in FIG. 3 .
  • the new invoice that was not yet uploaded in FIG. 2 may have been uploaded by the user in FIG. 3 .
  • This invoice may not be able to process without human intervention.
  • FIG. 4 shows the animation of symbol 201 b from the second quadrant in FIG. 3 to the third quadrant in FIG. 3 .
  • the invoice that was uploaded but is may not be able to process without human intervention in FIG. 3 may have been corrected by the user and is, therefore, ready to submit in FIG. 4 .
  • FIG. 5 shows the animation of symbol 201 b from the third quadrant in FIG. 4 to the fourth quadrant in FIG. 5 .
  • the invoice that was ready to submit in FIG. 4 may have been submitted by the user in FIG. 5 .
  • FIG. 6 shows the animation of symbol 201 a from the first quadrant in FIG. 2 to the third quadrant in FIG. 6 .
  • the new invoice that was not yet uploaded in FIG. 2 may have been uploaded by the user in FIG. 6 .
  • This invoice can be processed without human intervention.
  • FIG. 7 shows the animation of symbol 201 a from the third quadrant in FIG. 4 to the fourth quadrant in FIG. 7 .
  • the invoice that was ready to submit in FIG. 4 may have been submitted by the user in FIG. 7 .
  • FIG. 8 describes one embodiment to produce step-wise visual path of the status of an invoice for invoice management.
  • the software is run to process invoices in an accounts payable package, a legal review package, or an accounts receivable package on a computer 101 with a display screen 105 that contains one or more windows 801 .
  • a horizontal line 802 is displayed on the screen 105 , which can be divided into quadrants 203 a - d.
  • the software may search the database (on the storage 104 ) for invoices that are not yet uploaded.
  • the software may display an indication of the number of new invoices that are not yet uploaded as new symbols 201 a , 201 b in the first quadrant 803 .
  • the software may upload the number of new invoices into the package 804 .
  • the new symbol 201 a - i of each invoice will move across the line into the second 203 b or third quadrant 203 c , depending on whether each invoice can be submitted electronically without human interaction 805 . If an invoice can be submitted electronically without human interaction 808 , then the new symbol for that invoice will move to the third quadrant 203 c as a ready-to-submit symbol 811 . If an invoice cannot be submitted electronically without further analysis by a second software algorithm or through human interaction 807 , then the new symbol for that invoice will move to the second quadrant 203 b as an issue symbol, potentially in a red color 810 . If an invoice can be submitted electronically without additional analysis but there may be potential issues with the invoice 806 , then the new symbol for that invoice will move to the second quadrant 203 b as an issue symbol, potentially in an orange color 809 .
  • the software may manually fix the invoice 812 .
  • the issue symbol for that invoice will then move third quadrant 203 c as a ready-to-submit symbol 811 .
  • the software can then submit the invoice electronically 811 .
  • the ready-to-submit symbol would move to the fourth quadrant 203 d as a submitted symbol 814 .
  • the software may either manually fix the invoice 812 or submit the invoice electronically 811 . If the software fixes the invoice, the issue symbol for that invoice will then move third quadrant 203 c as a ready-to-submit symbol 811 . The software can then submit the invoice electronically 811 . The ready-to-submit symbol would move to the fourth quadrant 203 d as a submitted symbol 814 . If the software submits the invoice electronically 811 , then the ready-to-submit symbol would move to the fourth quadrant 203 d as a submitted symbol 814 .
  • an accounts payable software package executes on the server 103 (although it could run on the computer 101 ).
  • the accounts payable software receives invoices from a scanner, an email over the internet 102 , a file that arrives over the internet 102 , or is copied from a CD ROM, a disk, a USB drive, a wireless network, or is keyed in by a user.
  • This invoice is stored in a database on the storage devices 104 .
  • the accounts payable software may have a status display module.
  • the status display module displays 802 a line 202 on the screen 105 .
  • the status display module places 803 a symbol 201 a , 201 b in the first section of the line, perhaps in the first quadrant 203 a .
  • the accounts payable software then uploads the invoices 804 .
  • the uploading includes pulling the invoice from the database, converting the invoice image to a machine-readable form (perhaps through optical character recognition software, or perhaps through invoice analysis software such as described in U.S. patent application Ser. No. 16/600,613, “by Partial Perception Image Hashing for Invoice Deconstruction,” filed by Mitchell Ransom and Shane O'Hara on Oct. 14, 2019, incorporated herein in its entirety by reference. Or as described in U.S. Pat. No. 10,732,789, “Machine learning visualization”, issued to William Cashman, Michael Marcinelli, Flora Kidani, Anne Baron, Jonathan Hewitt, and John Canneto on Aug.
  • the status display module may then remove the symbol 201 a , 201 b from the display in the first quadrant 203 a.
  • the accounts payable software evaluates the invoice information 805 : Is it complete? Did an error occur in the conversion? Does some of the information conflict with existing information in the accounts payable software (different address, etc.)? If no issue is found 808 , then the symbol 201 e , 201 f , 201 g representing the invoice is displayed 811 in the third quadrant 203 c.
  • the evaluation shows an issue 806 , 807
  • the symbol 201 c , 201 d is displayed 809 , 810 in the second quadrant 203 b .
  • the accounts payable software will then pass the invoice information over to more advanced software to resolve the issues found 812 .
  • the invoice information is provided to a person to review. See U.S. Pat. No. 10,732,789 for more information on how this information could be displayed for the person to review. See also U.S. Pat. No. 11,042,555, “Two-step algorithm for non-exact matching of large datasets” issued to Mark G. Kane, Richard J. Diekema, Jr., and Kaiyu Pan on Jun.
  • the status display module may then remove the symbol 201 c , 201 d from the display in the second quadrant 203 b .
  • a symbol 201 e , 201 f , 201 g representing the invoice is displayed in the third quadrant 203 c for each corrected (or correct) invoice.
  • the invoices are then moved through the accounts payable software to prepare them for payment.
  • the invoice is submitted 813 .
  • the symbol 201 e , 201 f , 201 g representing the invoice is removed from the display in the third quadrant 203 c , and a symbol 201 h , 201 i is displayed 814 in the fourth quadrant 203 d.
  • This user interface serves to overcome the problem of recognizing the status of invoices during invoice management.

Abstract

A unique animated graphical user interface for improving the tracking of documents is described herein. The user interface comprises of symbols that move across a line to represent the status of that document. The line may be separated into quadrants. To facilitate this graphical user interface, a non-transitory machine-readable media is programmed to store invoices in a list in a database and count the number of invoices in each quadrant in the list in the database. The first quadrant may include a representation of the number of new documents that are not yet uploaded. The second quadrant may include a representation of the number of uploaded documents that may not be able to process without further analysis. The third quadrant may include a representation of the number of uploaded documents that have been automatically processed by the software and are ready to submit electronically. The fourth quadrant may include a representation of the number of documents submitted electronically.

Description

PRIOR APPLICATION
This is a priority patent application. This application draws upon information in the design patent application, US Design Patent Application No. 29/802,125, “Display Screen with an Animated User Interface of Circles Across a Line,” filed on Aug. 3, 2021, which is incorporated by reference.
BACKGROUND Technical Field
The non-transitory machine-readable media, methods, and apparatuses described herein generally relate to visual techniques for tracking documents through an animated graphical user interface on a display screen.
Description of the Related Art
There is a strong need in the document management industry to provide meaningful information to the supervising user in a way that is intuitive and easy to use. The current state of the art does not include a step-wise visualization for the status of documents.
In one example, the documents could be books in a library. When the books are returned to the library, they are scanned into the software, then the book needs to be looked up to see if it belongs in this library, or if it needs to be forwarded. Sometimes the software can find the book in the system, not that it is returned, and forward the book. Sometimes the book needs to be referred to a human operator to resolve an error in the check-in. There is no easy way for the head librarian to monitor the progress of a check-in process. There is a need to better visualize the progress of the book check-in.
In the field of legal spend management, for another example, auditors are hired to review every legal bill sent to an insurance company, a payment processing software, or other entity to assure that the billing adheres to contractual billing guidelines. This task of reviewing bills and invoices requires trained auditors, often lawyers themselves, to perform the tedious task of reading each line of each legal bill for compliance. The reviewers vary in their interpretation due to the personalities of each auditor. In addition, the labor costs of reviewing legal bills are high. For a supervisor, there is no current way to visualize the progress of the set of bills as they progress through the system.
While the example below uses legal invoices and accounts payable, the present inventions could be applied to medical bills, fleet maintenance bills, or any other types of documents that need to be tracked as they are processed.
The current state of the art does not allow for a step-wise visualization method for document tracking using machine learning. There is a strong need in the industry to improve the communications about the status of invoices from the machine to the supervising user, and to provide an easy, intuitive means for the supervising user to obtain the necessary information to manage invoices.
The present inventions address these issues.
BRIEF SUMMARY OF THE INVENTION
A non-transitory machine-readable media programmed to display the status of documents is described herein.
The non-transitory machine-readable media may be programmed to store a new invoice in a list in a database, count the number of new invoices in the list in the database, and display the number of new invoices that are not yet uploaded into an accounts payable package in a first quadrant of a line in one or more windows. The first quadrant may include is a new symbol on the line for each invoice that is not uploaded.
The non-transitory machine-readable media may process the invoice from the database in the accounts payable package on a computer with a display screen that contains the one or more windows, count the number of uploaded invoices needing further analysis in the database, and display the number of uploaded invoices that the accounts payable package cannot process without the further analysis in a second quadrant of the line in the one or more windows. The second quadrant may include an issue symbol on the line for each uploaded invoice with issues.
The non-transitory machine-readable media may count the number of uploaded invoices that do not need the further analysis in the database and display the number of uploaded invoices that do not need the further analysis in a third quadrant of the line in the one or more windows. The third quadrant may include a ready-to-submit symbol on the line for each uploaded invoice that is ready to submit.
The non-transitory machine-readable media may count the number of invoices submitted electronically to a payment processing software in the database and display the number of invoices submitted electronically to the payment processing software in a fourth quadrant of the line in the one or more windows. The fourth quadrant may include a submitted symbol on the line for each submitted invoice.
The non-transitory machine-readable media may display symbols that are a circle, triangle, or square and may be identical in shape to other symbols on the line. The issue symbol may be red or orange.
A computer-implemented method for visualizing invoice management through an animated graphical user interface from one or more processing units is described herein.
The computer-implemented method may comprise of storing an invoice in a database, counting the number of new invoices in the database, and displaying the number of new invoices that are not yet uploaded into an accounts payable package in a first quadrant of a line in one or more windows. The first quadrant may include a new symbol on the line for each invoice that is not uploaded.
The computer-implemented method may comprise of processing the invoice from the database in the accounts payable package on a computer with a display screen that contains the one or more windows, counting the number of uploaded invoices needing further analysis in the database, and displaying the number of uploaded invoices that the accounts payable package cannot process without the further analysis in a second quadrant of the line in the one or more windows. The second quadrant may include an issue symbol on the line for each uploaded invoice with issues.
The computer-implemented method may comprise of counting the number of uploaded invoices that do not need the further analysis in the database and displaying the number of uploaded invoices that do not need the further analysis in a third quadrant of the line in the one or more windows. The third quadrant may include a ready-to-submit symbol on the line for each uploaded invoice that is ready to submit.
The computer-implemented method may comprise of counting the number of invoices submitted electronically to a payment processing software in the database and displaying the number of invoices submitted electronically to the payment processing software in a fourth quadrant of the line in the one or more windows. The fourth quadrant may include a submitted symbol on the line for each submitted invoice.
The computer-implemented method may comprise of determining that an uploaded invoice cannot be submitted without the further analysis and moving the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in a red color.
The computer-implemented method may comprise of determining that an uploaded invoice cannot be submitted without the further analysis and moving the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in an orange color.
The computer-implemented method may comprise of uploading the invoice into the accounts payable package, determining that the invoice can be submitted electronically to the payment processing software without the further analysis, and moving the new symbol on the line that runs through the first quadrant into the third quadrant as the ready-to-submit symbol.
The computer-implemented method may comprise of submitting the invoice electronically to the payment processing software and moving the ready-to-submit symbol on the line that runs through the third quadrant into the fourth quadrant as the submitted symbol.
An apparatus for visualizing invoice management is described herein.
The apparatus may comprise of a display screen, a computer electrically connected to the display screen, and an interactive animated user interface on the display screen. The interactive animated user interface may operate on the computer and display a step-wise visual path of symbols across a line. The display of the step-wise visual path of the symbols may include one or more new symbols on the line that runs through a first quadrant for each invoice that is not uploaded. The display of the step-wise visual path of the symbols may include one or more issue symbols on the line that runs through a second quadrant for each uploaded invoice with issues. The display of the step-wise visual path of the symbols may include one or more ready-to-submit symbols on the line that runs through a third quadrant for each uploaded invoice that is ready to submit. The display of the step-wise visual path of the symbols may include one or more submitted symbols on the line that runs through a fourth quadrant for each submitted invoice.
The apparatus may comprise of an interactive animated user interface that determines if an uploaded invoice cannot be submitted without further analysis and that moves the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in a red color.
The apparatus may comprise of an interactive animated user interface that determines if an uploaded invoice can be submitted without further analysis and that moves the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in an orange color.
The apparatus may comprise of an interactive animated user interface that uploads the invoice into an accounts payable package, determines that the invoice can be submitted electronically to a payment processing software without further analysis, and moves the new symbol on the line that runs through the first quadrant into the third quadrant as the ready-to-submit symbol.
The apparatus may comprise of an interactive animated user interface that submits the invoice electronically to the payment processing software and moves the ready-to-submit symbol on the line that runs through the third quadrant into the fourth quadrant as the submitted symbol.
BRIEF DESCRIPTION OF THE DRAWINGS
FIG. 1 is an electrical architecture of one embodiment.
FIG. 2 is a first screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
FIG. 3 is a second screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
FIG. 4 is a third screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
FIG. 5 is a fourth screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
FIG. 6 is a fifth screenshot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
FIG. 7 is a sixth screen shot of an interactive animated user interface of a step-wise visual path on a portion of a display screen.
FIG. 8 is flow chart of the step-wise visual path.
 DETAILED DESCRIPTION
The present disclosure is now described in detail with reference to the drawings. In the drawings, each element with a reference number is similar to other elements with the same reference number independent of any letter designation following the reference number. In the text, a reference number with a specific letter designation following the reference number refers to the specific element with the number and letter designation and a reference number without a specific letter designation refers to all elements with the same reference number independent of any letter designation following the reference number in the drawings.
Special purpose computing may be needed to build and execute the animated user interface described herein. FIG. 1 shows one such embodiment. The user views the user interface described here on a personal computing device such as a personal computer, laptop, tablet, smartphone, monitor, or similar device 101. The personal computing device 101 communicates through a network 102 such as the Internet, a local area network, wireless network, or perhaps through a direct interface to the server 103 and is displayed on a screen 105. The server 103 is a high-performance, multi-core computing device with significant storage facilities 104 to store the invoices, bills, and customer data. Since this document data is dynamic and continuously updated through the present inventions, this data must be kept online and accessible so that it can be updated.
The server 103 is a high-performance computing machine electrically connected to the network 102 and the storage facilities 104. The documents may be stored in a database on the storage facilities. In some embodiments, the software in this package could be running on the server 103 with the user interface operating on the device 101, perhaps through a web browser. In that embodiment, the software includes web server code to send the display information to the web browser. In another embodiment, the device 101 could run the package or the interface running on the server 103 on the display screen 105.
FIG. 2 shows an interactive animated user interface of a step-wise visual path on a portion of a display screen. The step-wise visual path can include a line 202 drawn on the screen. The line orientation 202 can be horizontal, vertical, or diagonal. The line pattern 202 can be solid, dotted, dashed, or implied. The line 202 can be straight, zig-zagged, or curved. The line color 202 can be black, red, green, or any other color.
The line could be divided into another number of sections without deviating from the present invention. The line may be divided into quadrants 203 a-d. The first quadrant 203 a may include a representation of the number of new invoices that are not yet uploaded. The second quadrant 203 b may include a representation of the number of uploaded invoices that may not be able to process without human intervention. The third quadrant 203 c may include a representation of the number of uploaded invoices that have been automatically processed by the software and are ready to submit electronically. The fourth quadrant 203 d may include a representation of the number of invoices submitted electronically. The invoice may be electronically submitted to a payment processing software or an insurance carrier client. This invoice may be submitted by a law firm.
Each quadrant may include symbols 201 a-i to represent the status of each invoice. The shape of the symbol 201 a-i may be a circle, square, triangle, or any other symbol or shape. The line pattern on the symbol 201 a-i can be solid, dotted, dashed, or implied. The symbol 201 a-i can be hollow, shaded, or textured. The position of the symbol 201 a-i may be on, above, or below the line. The color of the symbol 201 a-i may be green, red, orange, yellow, black, or blue. In some embodiments, the symbols may be on multiple lines, for instance, if the line in a quadrant is filled, the symbols could continue on a second line. Or the symbols could be limited to a set number, perhaps to those who fit on the line. A second symbol could be used for a group of symbols, perhaps a large symbol to represent ten invoices. In still another embodiment, a number could be placed on the line to represent a group of invoices.
In FIG. 2 , the symbols 201 a and 201 b may each represent a new invoice that was not yet uploaded. The invoice could be uploaded into an accounts payable package, a legal review package, or an accounts receivable package. The symbols 201 c and 201 d may each represent an uploaded invoice that may not be able to process without human intervention. The symbols 201 e, 201 f, and 201 g may each represent an uploaded invoice that is ready to submit electronically. The symbols 201 h and 201 i may each represent an invoice that was submitted electronically.
FIG. 3 shows the animation of symbol 201 b from the first quadrant in FIG. 2 to the second quadrant in FIG. 3 . In this animation, the new invoice that was not yet uploaded in FIG. 2 may have been uploaded by the user in FIG. 3 . This invoice may not be able to process without human intervention.
FIG. 4 shows the animation of symbol 201 b from the second quadrant in FIG. 3 to the third quadrant in FIG. 3 . In this animation, the invoice that was uploaded but is may not be able to process without human intervention in FIG. 3 may have been corrected by the user and is, therefore, ready to submit in FIG. 4 .
FIG. 5 shows the animation of symbol 201 b from the third quadrant in FIG. 4 to the fourth quadrant in FIG. 5 . In this animation, the invoice that was ready to submit in FIG. 4 may have been submitted by the user in FIG. 5 .
FIG. 6 shows the animation of symbol 201 a from the first quadrant in FIG. 2 to the third quadrant in FIG. 6 . In this animation, the new invoice that was not yet uploaded in FIG. 2 may have been uploaded by the user in FIG. 6 . This invoice can be processed without human intervention.
FIG. 7 shows the animation of symbol 201 a from the third quadrant in FIG. 4 to the fourth quadrant in FIG. 7 . In this animation, the invoice that was ready to submit in FIG. 4 may have been submitted by the user in FIG. 7 .
FIG. 8 describes one embodiment to produce step-wise visual path of the status of an invoice for invoice management. First, the software is run to process invoices in an accounts payable package, a legal review package, or an accounts receivable package on a computer 101 with a display screen 105 that contains one or more windows 801. Second, a horizontal line 802 is displayed on the screen 105, which can be divided into quadrants 203 a-d.
The software may search the database (on the storage 104) for invoices that are not yet uploaded. The software may display an indication of the number of new invoices that are not yet uploaded as new symbols 201 a, 201 b in the first quadrant 803. The software may upload the number of new invoices into the package 804.
The new symbol 201 a-i of each invoice will move across the line into the second 203 b or third quadrant 203 c, depending on whether each invoice can be submitted electronically without human interaction 805. If an invoice can be submitted electronically without human interaction 808, then the new symbol for that invoice will move to the third quadrant 203 c as a ready-to-submit symbol 811. If an invoice cannot be submitted electronically without further analysis by a second software algorithm or through human interaction 807, then the new symbol for that invoice will move to the second quadrant 203 b as an issue symbol, potentially in a red color 810. If an invoice can be submitted electronically without additional analysis but there may be potential issues with the invoice 806, then the new symbol for that invoice will move to the second quadrant 203 b as an issue symbol, potentially in an orange color 809.
If an invoice can be submitted electronically without additional analysis 808, then the software can submit the invoice electronically 811. The ready-to-submit symbol would move to the fourth quadrant 203 d as a submitted symbol 814.
If an invoice cannot be submitted electronically without additional analysis 807, then the software may manually fix the invoice 812. The issue symbol for that invoice will then move third quadrant 203 c as a ready-to-submit symbol 811. The software can then submit the invoice electronically 811. The ready-to-submit symbol would move to the fourth quadrant 203 d as a submitted symbol 814.
If an invoice can be submitted electronically without additional analysis but there may be potential issues with the invoice 806, then the software may either manually fix the invoice 812 or submit the invoice electronically 811. If the software fixes the invoice, the issue symbol for that invoice will then move third quadrant 203 c as a ready-to-submit symbol 811. The software can then submit the invoice electronically 811. The ready-to-submit symbol would move to the fourth quadrant 203 d as a submitted symbol 814. If the software submits the invoice electronically 811, then the ready-to-submit symbol would move to the fourth quadrant 203 d as a submitted symbol 814.
In another view of FIG. 8 , an accounts payable software package executes on the server 103 (although it could run on the computer 101). The accounts payable software receives invoices from a scanner, an email over the internet 102, a file that arrives over the internet 102, or is copied from a CD ROM, a disk, a USB drive, a wireless network, or is keyed in by a user. This invoice is stored in a database on the storage devices 104. The accounts payable software may have a status display module. The status display module displays 802 a line 202 on the screen 105. The status display module places 803 a symbol 201 a, 201 b in the first section of the line, perhaps in the first quadrant 203 a. The accounts payable software then uploads the invoices 804.
In some embodiments, the uploading includes pulling the invoice from the database, converting the invoice image to a machine-readable form (perhaps through optical character recognition software, or perhaps through invoice analysis software such as described in U.S. patent application Ser. No. 16/600,613, “by Partial Perception Image Hashing for Invoice Deconstruction,” filed by Mitchell Ransom and Shane O'Hara on Oct. 14, 2019, incorporated herein in its entirety by reference. Or as described in U.S. Pat. No. 10,732,789, “Machine learning visualization”, issued to William Cashman, Michael Marcinelli, Flora Kidani, Anne Baron, Jonathan Hewitt, and John Canneto on Aug. 4, 2020, incorporated herein in its entirety by reference.) Once the invoice is converted to machine-readable form, the information from the invoice is loaded into the accounts payable software. The status display module may then remove the symbol 201 a, 201 b from the display in the first quadrant 203 a.
The accounts payable software evaluates the invoice information 805: Is it complete? Did an error occur in the conversion? Does some of the information conflict with existing information in the accounts payable software (different address, etc.)? If no issue is found 808, then the symbol 201 e, 201 f, 201 g representing the invoice is displayed 811 in the third quadrant 203 c.
If the evaluation shows an issue 806, 807, the symbol 201 c, 201 d is displayed 809,810 in the second quadrant 203 b. The accounts payable software will then pass the invoice information over to more advanced software to resolve the issues found 812. In other situations, the invoice information is provided to a person to review. See U.S. Pat. No. 10,732,789 for more information on how this information could be displayed for the person to review. See also U.S. Pat. No. 11,042,555, “Two-step algorithm for non-exact matching of large datasets” issued to Mark G. Kane, Richard J. Diekema, Jr., and Kaiyu Pan on Jun. 22, 2021 for more information on matching non-exacting text, incorporated herein in its entirety by reference. Once the issues found in the invoice are resolved, the information from the invoice is corrected in the accounts payable software. The status display module may then remove the symbol 201 c, 201 d from the display in the second quadrant 203 b. A symbol 201 e, 201 f, 201 g representing the invoice is displayed in the third quadrant 203 c for each corrected (or correct) invoice.
The invoices are then moved through the accounts payable software to prepare them for payment. When the invoice is ready to be paid, the invoice is submitted 813. The symbol 201 e, 201 f, 201 g representing the invoice is removed from the display in the third quadrant 203 c, and a symbol 201 h, 201 i is displayed 814 in the fourth quadrant 203 d.
Once the invoice is paid, the symbol 201 h, 201 i is removed from the display in the fourth quadrant 203 d.
The foregoing devices and operations, including their implementation, will be familiar to, and understood by, those having ordinary skill in the art. This user interface serves to overcome the problem of recognizing the status of invoices during invoice management.
The above description of the embodiments, alternative embodiments, and specific examples, are given by way of illustration and should not be viewed as limiting. Further, many changes and modifications within the scope of the present embodiments may be made without departing from the spirit thereof, and the present invention includes such changes and modifications.

Claims (17)

What is claimed is:
1. A non-transitory machine-readable media programmed to:
store a new invoice in a list in a database;
count a number of new invoices in the list in the database;
display in a graphical user interface on a computer screen the number of symbols representing new invoices that are not yet uploaded into an accounts payable package in a first quadrant of a line in one or more windows, wherein there is a new symbol on the line that runs through the first quadrant for each invoice that is not uploaded;
process the invoice from the database in the accounts payable package on a computer with a display screen that contains the one or more windows;
count a number of uploaded invoices needing further analysis in the database;
display in the graphical user interface on the computer screen the number of symbols representing uploaded invoices that the accounts payable package cannot process without the further analysis in a second quadrant of the line in the one or more windows, wherein there is an issue symbol on the line that runs through the second quadrant for each uploaded invoice with issues;
count a number of uploaded invoices that do not need the further analysis in the database;
display in the graphical user interface on the computer screen the number of symbols representing uploaded invoices that do not need the further analysis in a third quadrant of the line in the one or more windows, wherein there is a ready-to-submit symbol on the line that runs through the third quadrant for each uploaded invoice that is ready to submit;
count a number of invoices submitted electronically to a payment processing software in the database; and
display in the graphical user interface on the computer screen the number of symbols representing invoices submitted electronically to the payment processing software in a fourth quadrant of the line in the one or more windows, wherein there is a submitted symbol on the line that runs through the fourth quadrant for each submitted invoice.
2. The non-transitory machine-readable media according to claim 1 wherein the new symbol on the line is a circle.
3. The non-transitory machine-readable media according to claim 1 wherein the submitted symbol on the line is a triangle.
4. The non-transitory machine-readable media according to claim 1 wherein the issue symbol on the line is a square.
5. The non-transitory machine-readable media according to claim 1 wherein the issue symbol is identical in shape to the submitted symbol.
6. The non-transitory machine-readable media according to claim 1 wherein the issue symbol on the line that runs through the second quadrant is red.
7. The non-transitory machine-readable media according to claim 1 wherein the issue symbol on the line that runs through the second quadrant is orange.
8. A computer-implemented method for visualizing invoice management through an animated graphical user interface from one or more processing units, the computer-implemented method comprising:
storing an invoice in a database;
counting a number of new invoices in the database;
displaying in the animated graphical user interface on a computer screen the number of symbols representing new invoices that are not yet uploaded into an accounts payable package in a first quadrant of a line in one or more windows, wherein there is a new symbol on the line that runs through the first quadrant for each invoice that is not uploaded;
processing the invoice from the database in the accounts payable package on a computer with a display screen that contains the one or more windows;
counting a number of uploaded invoices needing further analysis in the database;
displaying in the animated graphical user interface on the computer screen the number of symbols representing uploaded invoices that the accounts payable package cannot process without the further analysis in a second quadrant of the line in the one or more windows, wherein there is an issue symbol on the line that runs through the second quadrant for each uploaded invoice with issues;
counting a number of uploaded invoices that do not need the further analysis in the database;
displaying in the animated graphical user interface on the computer screen the number of symbols representing uploaded invoices that do not need the further analysis in a third quadrant of the line in the one or more windows, wherein there is a ready-to-submit symbol on the line that runs through the third quadrant for each uploaded invoice that is ready to submit;
counting a number of invoices submitted electronically to a payment processing software in the database; and
displaying in the animated graphical user interface on the computer screen the number of symbols representing invoices submitted electronically to the payment processing software in a fourth quadrant of the line in the one or more windows, wherein there is a submitted symbol on the line that runs through the fourth quadrant for each submitted invoice.
9. The computer-implemented method according to claim 8, the computer-implemented method comprising:
determining that an uploaded invoice cannot be submitted without the further analysis; and
moving the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in a red color.
10. The computer-implemented method according to claim 8, the computer-implemented method comprising:
determining that an uploaded invoice can be submitted without the further analysis; and
moving the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in an orange color.
11. The computer-implemented method according to claim 8, the computer-implemented method comprising:
uploading the invoice into the accounts payable package;
determining that the invoice can be submitted electronically to the payment processing software without the further analysis; and
moving the new symbol on the line that runs through the first quadrant into the third quadrant as the ready-to-submit symbol.
12. The computer-implemented method according to claim 11, the computer-implemented method comprising:
submitting the invoice electronically to the payment processing software; and
moving the ready-to-submit symbol on the line that runs through the third quadrant into the fourth quadrant as the submitted symbol.
13. An apparatus for visualizing invoice management, the apparatus comprising:
a display screen;
a computer electrically connected to the display screen; and
an interactive animated user interface on the display screen, wherein the interactive animated user interface operates on the computer and displays a step-wise visual path of symbols across a line on the display screen; wherein the display of the step-wise visual path of the symbols includes one or more new symbols on the line that runs through a first quadrant for each invoice that is not uploaded; wherein the display of the step-wise visual path of the symbols includes one or more issue symbols on the line that runs through a second quadrant for each uploaded invoice with issues; wherein the display of the step-wise visual path of the symbols includes one or more ready-to-submit symbols on the line that runs through a third quadrant for each uploaded invoice that is ready to submit; wherein the display of the step-wise visual path of the symbols includes one or more submitted symbols on the line that runs through a fourth quadrant for each submitted invoice.
14. The apparatus according to claim 13, wherein:
the interactive animated user interface determines if an uploaded invoice cannot be submitted without further analysis and moves the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in a red color.
15. The apparatus according to claim 13, wherein:
the interactive animated user interface determines if an uploaded invoice can be submitted without further analysis and moves the new symbol on the line that runs through the first quadrant into the second quadrant as the issue symbol in an orange color.
16. The apparatus according to claim 13, wherein:
the interactive animated user interface uploads the invoice into an accounts payable package, determines that the invoice can be submitted electronically to a payment processing software without further analysis, and moves the new symbol on the line that runs through the first quadrant into the third quadrant as the ready-to-submit symbol.
17. The apparatus according to claim 13, wherein:
the interactive animated user interface submits the invoice electronically to a payment processing software and moves the ready-to-submit symbol on the line that runs through the third quadrant into the fourth quadrant as the submitted symbol.
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